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Vanguard Russell 1000 Growth ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
251
Capital Investment Advisory Services
North Carolina
$12K – – –
SMA
252
Sage Mountain Advisors
Georgia
$9K +$8.76K +140 New
Bank of Montreal
253
Bank of Montreal
Ontario, Canada
$8K – – –
SWM
254
Spire Wealth Management
Virginia
$8K +$8.26K +132 New
AF
255
Advisornet Financial
Minnesota
$7K – – –
CFN
256
Cordasco Financial Network
Florida
$6K – – –
RWG
257
Regal Wealth Group
California
$6K – – –
BBHC
258
Brown Brothers Harriman & Co
New York
$6K +$5.76K +92 New
JCM
259
Jacobi Capital Management
Pennsylvania
$5K – – –
BA
260
Bellwether Advisors
Nebraska
$5K +$5.51K +88 New
TCWM
261
Total Clarity Wealth Management
Illinois
$4K +$3.75K +60 New
TLFA
262
True Link Financial Advisors
California
$3K +$3K +48 New
PCA
263
Providence Capital Advisors
North Carolina
$1K – – –
CS
264
Credit Suisse
Switzerland
– -$1.02M -16,520 Closed
FIG
265
FundX Investment Group
California
– -$468K -7,552 Closed
M&T Bank
266
M&T Bank
New York
– -$453K -7,320 Closed
MCC
267
Money Concepts Capital
Florida
– -$425K -6,868 Closed
SWM
268
Soundmark Wealth Management
Washington
– -$362K -5,100 Closed
UCFA
269
United Capital Financial Advisors
Texas
– -$277K -4,464 Closed
TI
270
Trexquant Investment
Connecticut
– -$270K -4,360 Closed
FB
271
Fulton Bank
Pennsylvania
– -$229K -3,692 Closed
OMC
272
Old Mission Capital
Illinois
– -$220K -3,552 Closed
WWM
273
Western Wealth Management
Colorado
– -$200K -3,232 Closed
BAM
274
Belpointe Asset Management
Nevada
– -$129K -2,076 Closed
EWA
275
EP Wealth Advisors
California
– -$125K -2,012 Closed